Tools And Automation Engineer in United States

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s go-to-market Partnerships team drives growth by building and scaling relationships with strategic partners. Through integrations, these partners help extend Plaid’s Credit, Lending, and Banking solutions to more businesses and consumers. Partner Marketing plays a critical role in this ecosystem, enabling partners to attract, engage, and onboard customers at scale—making it one of the most effective levers for accelerating growth across Plaid’s partner network. We're looking for a Partner Marketing Manager to own the design and execution of joint marketing programs with Plaid's partners. This role is responsible for translating business objectives into clear GTM plans — covering propositions, launches, campaigns, enablement, and performance measurement — and acting as the primary marketing contact for partners across key product areas. Sitting within the Growth Marketing organization, you'll report to the Customer & Partner Marketing Lead and work alongside the Partner Marketing Manager. This is a high-impact, highly collaborative role for someone who enjoys building strong partner relationships, influencing across teams, and turning complex product positioning into compelling marketing t

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About the team Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic & financial goals and help inform, articulate, and shape Plaid’s growth trajectory Role Description You will drive initiatives including forecasting, designing analytical and financial frameworks to optimize decision-making, and providing senior management with insights about our performance. You will be responsible for FP&A processes such as month-end reporting, forecasting, variance analysis, and preparation of financial reporting for senior leadership / Board. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. Responsibilities Support critical FP&A processes, including month-end reporting, recurring forecasts, and preparation of financial reporting for senior leadership and Board presentations. Act as a strategic partner to senior leaders by providing actionable f

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process. You’ll work closely with our Enterprise Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. You will ensure a successful transition to the post-sale stage of the customer lifecycle and partner with account teams to drive adoption of new products by existing customers. You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how clients can best utilize Plaid. Responsibilities Serve as the lead technical advisor for Enterprise accounts from discovery through solution design, evaluation, and post-sale handoff. Partner with Account Executives to align Plaid capabilities to customer priorities across payments, wallets, gaming, travel, and lending. Build alignment with technical, product, risk, and operations stakeholders on complex enterprise initiatives. Lead d

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s Product team builds the network that powers the future of financial services. Our mission is to unlock financial freedom for everyone through open finance. Product Managers at Plaid are curious, customer-obsessed, and move quickly to deliver value. They take ownership, sweat the details, and make sound decisions with imperfect information. As a Product Manager on the AI Foundations team, you will drive Plaid’s AI strategy by building the data and intelligence layer that powers smarter financial experiences. You will work across engineering, data science, and research to develop scalable AI systems—from core embeddings and representation learning to applied model integrations that enhance developer and consumer outcomes. This role is for an experienced PM who thrives at the intersection of AI and platform products. You are technically fluent, strategic, and execution-oriented. You enjoy turning advanced machine-learning capabilities into reliable, trusted infrastructure that scales across Plaid’s ecosystem. Responsibilities AI Platform Vision: Define the strategy, roadmap, and success metrics for Plaid’s core AI and data foundation, enabling smarter, more adaptive financial products across th

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing technical guidance to enable growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate. As a Territory TAM you will collaborate with Partner Account Managers who will surface partner requests based on technical needs. From there you will drive the technical engagement, acting as an expert resource to assist customers with integration reviews, troubleshooting, and technical best practices to help them maximize their use of Plaid products. You will play a crucial role in enabling customer success at scale. Responsibilities: Work with Partners across segments to provide technical guidance and support through a variety of channels including email and phone, ensuring they’re getting the most out of their integration with Plaid Manage inbound requests to assist customers with a variety of technical needs including integration reviews, solutions consulting/best practices, and troubleshooting to

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales. Qualifications 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) Leading high-level conversations w

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About the team Plaid’s Strategic Finance team plays a critical role in shaping our long-term business strategy and execution. The Strategic Finance team helps provide analytical rigor and data-driven insights to drive success across the entire organization The Strategic Finance team’s purpose is to support Plaid in achieving its short-term and long-term strategic goals and help inform, articulate, and shape Plaid’s growth trajectory About the role You will drive initiatives including P&L forecasting, designing analytical and financial frameworks to optimize decision-making, and providing our management team, Board, and employees with insights about our performance. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. Responsibilities Maintaining Plaid’s financial models and developing analytical models used to guide the company's growth trajectory Developing and maintaining department budgets in collaboration with business partners to help drive forward capital allocation and profitability goals Evaluating areas of growth and investment for Plaid by assessing total addressable market, revenue opportunities, unit economics, and investme

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. AI and intelligent systems are driving the fifth paradigm shift, following previous technological revolutions like mainframes, personal computers, the internet, and mobile devices. We believe, in the foreseeable future, AI will revolutionize the FinTech industry - from how consumers understand and manage their finances, to how developers build applications and how all companies operate. The fintech industry landscape will undergo a fundamental reshape. Plaid in the FinTech AI Ecosystem Plaid is uniquely positioned to become the financial data and insights backbone for AI applications and platforms in this evolving ecosystem. We believe consumers should be able to understand and manage their financial life through conversational AI interfaces using natural language. We believe consumers should have peace of mind with a trustworthy consent and authorization manager when agents shop for them. We believe identity verification and financial fraud prevention in AI-powered products should feel seamless and embedded for the end users. The list goes on. The most important AI companies, major fintechs, and customer agent platforms are actively trying to integrate Plaid into AI-powered products and solutions t

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact our API suite can have on supercharging a fintech's growth, security, and user experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status quo, and h

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About the Team: The Security Governance, Risk, and Compliance (GRC) team is part of Plaid’s security organization, focused on enabling the business by proactively managing information security risks and maintaining effective controls. Our mission is to reduce the likelihood and impact of security risks while operating a robust assurance program that builds trust with our customers, consumers, and data partners. We partner closely across the company to ensure Plaid’s platform remains secure, resilient, and aligned with industry and regulatory expectations. The Security Contracts workstream is a core part of our Security Assurance and Trust Enablement program — ensuring Plaid's contractual security obligations with customers and data partners are defensible, consistent, and never a bottleneck to deal velocity, all while building trust. About the Role You will own Plaid’s Security Contracts workstream end-to-end—the DRI for how security contract reviews get done, how fast they move, and how the program improves over time. You will review security provisions in customer MSAs, DPAs, and security addenda, identify unacceptable clauses, and provide Legal and GTM with the actionable security feedback they n

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Team Description: Plaid is evolving into an AI-first company, and Intelligent Tooling sits at the center of that transformation. The Intelligent Tooling team is being built from the ground up, and our mission is to establish the technical foundations, operating model, and internal platforms that embed AI deeply into Plaid’s coding tools, internal systems, and the entire software development lifecycle. When we are successful, engineers across Plaid will delegate lower-leverage work to AI agents, move faster with confidence, and spend more of their time designing and inventing for customers. Intelligent Tooling owns the platforms and systems that make this possible - from AI coding integrations and SDLC agents to the internal tools that power Plaid’s operations. Role Description: As a Staff Software Engineer on the Intelligent Tooling team, you will build and operate internal systems that directly impact how engineers across Plaid do their work, and own the technical direction for major parts of that surface. This is a hands-on role with significant ownership, where success is measured by real adoption, reliability, and improvements to developer experience. You will work on AI-powered tooling, interna

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About The Team The Financial Reporting and Technical Accounting team is responsible for delivering accurate, timely, and transparent financial reporting, and for providing technical accounting guidance over complex transactions. Team Mission: We drive operational excellence, enable financial transparency, and support Plaid’s growth through accurate reporting, strong controls, and scalable, AI-enabled processes. Role Description As a SEC Reporting Manager, you will support SEC reporting readiness efforts, including assisting with annual audits and quarterly reviews. This role will have operational responsibilities, partnering cross-functionally to implement scalable processes and support accurate and timely accounting and reporting. This role will also support complex accounting areas and perform technical accounting research to ensure compliance with U.S. GAAP. Responsibilities Own the preparation of quarterly and annual financial statements in accordance with U.S. GAAP and applicable SEC reporting requirements, including S-1, 10-K, and 10-Q filings. Lead close-to-reporting processes, ensuring financial statements and supporting schedules reconcile to source records, variances are understood and doc

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Making data driven decisions is key to Plaid's culture. To support that, we need to scale our data systems while maintaining correct and complete data. We provide tooling and guidance to teams across engineering, product, and business and help them explore our data quickly and safely to get the data insights they need, which ultimately helps Plaid serve our customers more effectively. Engineers on Data Infrastructure are domain experts in Data Warehouse, Data Lakehouse, Spark, Workflow Orchestration, and Streaming technologies. We scale our existing data pipelines in a performant and cost efficient way while creating the necessary abstractions to make developing on top of this platform extremely simple for other engineers at Plaid. Responsibilities Contribute towards the long-term technical roadmap for data-driven and machine learning iteration at Plaid Leading key data infrastructure projects such as improving ML development golden paths, implementing offline streaming solutions for data freshness, building net new ETL pipeline infrastructure, and evolving data warehouse or data lakehouse capabilities. Working with stakeholders in other teams and functions to define technical roadmaps for key backe

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Product Security team is responsible for managing the security processes, policies and controls to secure Plaid’s developer and consumer facing products.The product security team is focused on areas like Application Security, Vulnerability Management, Secure Development Lifecycle, Penetration Testing and Cloud Security. We build the services and components that protect Plaid’s products. We move security "left" by engineering common libraries, modules, and workflows that make the secure path the easiest path for all Plaid engineers. Plaid is looking for a Product Security Engineer who is a builder to join our Product Security team. Unlike traditional Product security roles, this position is for a Senior software engineer who wants to solve security challenges at scale by designing and building production-grade services, libraries, and frameworks. Our goal is to make the "secure path" the only path for Plaid developers. The Role You will lead, design and develop security capabilities to manage vulnerabilities lifecycle and automate workflows to reduce KTLO toil. You will own, maintain, and build Plaid’s VM Orchestration service and build solutions to eliminate the entire vulnerability classes. You

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s Account Verification team builds the foundation of trust for open finance. We help fintechs and financial institutions connect and verify bank accounts securely so that money can move safely and instantly. Account Verification is the entry point for all of Plaid’s payment-focused consumer experiences and is a critical building block for our customers. The team obsesses over creating seamless verification journeys that balance speed, reliability, and security, enabling consumers to confidently connect to the financial ecosystem. As a PM for Account Verification, you’ll own one of Plaid’s most critical and high-impact product areas. You’ll lead the evolution of our verification platform across Auth, Balance, and Identity Match, defining how millions of people and businesses connect their financial accounts every day. We are looking for a high-ownership builder who thrives in ambiguity, loves building with customers, and is excited to define what’s next for one of Plaid’s most established and strategically important product lines. You’ll set vision and strategy, drive execution across a cross-functional team, and shape how Plaid competes in an increasingly complex and, eventually, AI-driven ver